Regional Relationship Executive

Regional Relationship Executive – UB Finance Company Limited

Job Overview

UB Finance PLC, a UnionBank company, is inviting applications for the position of Regional Relationship Executive – Investments in Sri Lanka. This opportunity is suitable for professionals with experience in customer service, marketing, banking, financial services, or hospitality concierge services.

The successful candidate will be responsible for promoting investment solutions, developing and managing an investment portfolio, implementing regional marketing initiatives, and building strong client relationships to support business growth.

Position Details

Job Title: Regional Relationship Executive – Investments

Company Name: UB Finance PLC

Job Locations: Galle, Kandy, Kurunegala, Gampaha, and Panadura, Sri Lanka

Employment Type: Full-Time

Industry: Finance, Investment Services, Banking and Marketing

Job Categories: Banking & Insurance, Sales & Marketing, Accounting & Finance, Private Jobs

Experience Required: Minimum 3 years in customer care, marketing, banking and financial services, or hospitality concierge services

Salary: Not specified in the vacancy advertisement

Company Overview

UB Finance PLC is a Sri Lankan financial services company associated with UnionBank. The company provides financial products and services to individuals and businesses through its branch network.

This position offers an opportunity to contribute to investment business development, regional marketing, portfolio management, and customer relationship building within the financial services industry.

Qualifications & Experience

• Minimum of three years of experience in customer care, marketing, banking and financial services, or hospitality concierge services.
• Experience in customer relationship management and business development.
• Understanding of investment products and financial services is beneficial.
• Strong communication and interpersonal skills.
• Ability to develop and maintain long-term client relationships.
• Good marketing, negotiation, and presentation skills.
• Ability to identify business opportunities and achieve assigned targets.

Key Responsibilities

• Drive and promote investment solutions across assigned regions.
• Develop, manage, and strengthen a diversified investment portfolio.
• Lead regional marketing and promotional initiatives to achieve business growth.
• Build and maintain strong relationships with existing and prospective clients.
• Identify opportunities to expand the customer base and increase investment business.
• Provide professional customer service and support client investment requirements.
• Promote suitable investment solutions based on customer needs and company offerings.
• Coordinate regional business development activities and monitor performance.
• Maintain high service standards and support customer satisfaction.
• Contribute to the achievement of regional business objectives.

Required Skills

• Strong customer relationship management skills.
• Knowledge of marketing and financial services.
• Excellent communication and interpersonal abilities.
• Business development and client acquisition skills.
• Strong negotiation and presentation abilities.
• Ability to identify investment business opportunities.
• Good organisational and time-management skills.
• Customer-focused approach and professional conduct.
• Ability to work independently and achieve business targets.
• Strong relationship-building and networking skills.

Salary & Benefits

• Opportunity to develop a career in investment services and financial relationship management.
• Professional exposure to investment solutions and portfolio development.
• Opportunity to contribute to regional business growth.
• Salary and other employment benefits according to company policy.

Note: The exact salary, allowances, incentives, and additional benefits have not been specified in the vacancy advertisement.

How to Apply

Interested and qualified candidates should submit their updated CV by email.

Email: careers@ubf.lk

Email Subject: Regional Relationship Executive

Applicants should mention the position title in the email subject line and ensure that their CV highlights relevant experience in customer service, marketing, banking, financial services, or hospitality.

Important Notes

• Vacancies are available in Galle, Kandy, Kurunegala, Gampaha, and Panadura.
• Applicants must have at least three years of relevant experience.
• Experience in customer care, marketing, banking and financial services, or hospitality concierge services is accepted.
• Strong client relationship management and business development skills are important.
• The vacancy advertisement does not specify an application deadline.
• Applicants should clearly state the position applied for in the email subject line.